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NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Mon, Aug 17

1 items

12:00Impact score 60
台湾晶圆厂五巨头2026上半年利润大增
TSMC和美光推动台湾晶圆厂五巨头（UIS、MIC、L&K Engineering、YKE、Acter）2026年上半年利润增长，订单积压高企。这些公司正扩张至美国、东盟和新加坡，投资先进节点和OSAT。
利多
高订单积压预示未来产能需求强劲，利好相关工程公司股价。
TSMC, Micron and 9 totalFinancial/Earnings

Wed, Apr 22

1 items

23:30Impact score 65
SJ半导体募资50亿元，创A股最大IPO
SJ半导体募资50亿元上市，创2026年A股最大IPO。资金将全部投向2.5D及3D多芯片集成封装领域。
关注
营收增长显著但客户集中度高达74%，面临竞争加剧风险。
2.5D Packaging 3D Packaging Chiplet IntegrationSJ Semiconductor, SMIC and 3 totalFinancial/Earnings

Sun, Mar 8

1 items

23:00Impact score 65
英特尔毛利率跌至35%且GAAP净利为负
英特尔毛利率跌至35%且GAAP净利为负，受制于老旧制程及18A库存减记。即使获得外部客户，代工业务仍难盈利。
利空
Intel, TSMC and 9 totalFinancial/Earnings

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Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18